Every ContractSafe account has a unique Email-In address. Forward a signed agreement, send a document from an office scanner, or submit a file from another workflow by attaching it to an email. ContractSafe uses the email subject, body, sender, and attachments to organize the upload.
Table of contents
Find your Email-In address
To find your account’s unique Email-In address:
- Select Add Contracts at the top right of any ContractSafe page.
- Select Add Contracts via Email.
- Copy the custom email address displayed in the Email-In window.
Send documents by email
Create a new email or forward an existing message, attach the contract files, and send the email to your Email-In address.
ContractSafe uses the email to create the uploaded document record:
- The email attachment becomes the uploaded contract document.
- The attachment filename becomes the document name. You can rename the document in ContractSafe later.
- Text in the email body is added to the contract’s Notes section.
- The sender’s email address appears in the audit trail as the person who uploaded the file.
Use the subject and body to organize uploads. Assign a folder from the subject line
To assign an emailed document to a folder, include the following command anywhere in the subject line:
Folder=[FILL IN FOLDER NAME HERE]
For example: Folder=Corporate (notice there is no space between the word Folder, the equal sign, and the word Corporate)
The folder name is case-sensitive. If the folder name does not match exactly, ContractSafe sends the document to the Uncategorized folder.
How to modify your email-in address
Any Account Owner, Administrator, or Account Manager can change the email prefix to be something easy to remember or use for your organization (e.g., your company name) by going to Settings > Company Settings > Email Settings.
Accepted file types and attachment limits
ContractSafe accepts the following common file types through Email-In:
- Documents: .pdf, .doc, .docx, .bdoc
- Spreadsheets: .xls, .xlsx
Image attachments are not accepted as contracts through Email-In. If you need to submit an image, save or scan it as a PDF first.
The total attachment size limit is determined by the sending email provider. Some providers limit messages to about 10 MB, while others allow approximately 25–50 MB. To improve delivery reliability, keep the total attachments under 10 MB whenever possible.
Please reach out to support@contractsafe.com for any questions.